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Portfolio (Quarterly) Guide ↗

Universal- Beteiligungs- und Servicegesellschaft mbH

· CIK 0002057170
13F Portfolio $65.4B AUM 2,122 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 171 New 887 Added 898 Reduced 118 Exited
Page 105 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 ARI APOLLO COML REAL EST FIN INC Real Estate 10,004.0 $107K NEW $10.68 -35.1%
2082 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 11,306.0 $106K NEW $9.39 +0.6%
2083 NUVB NUVATION BIO INC Healthcare 17,845.0 $101K NEW $5.68 +22.0%
2084 LCID LUCID GROUP INC Consumer Cyclical 14,977.0 $100K +3K +28.6% $6.69 -17.6%
2085 BOX INC 100,000.0 $98K $0.98
2086 MQ MARQETA INC Technology 24,138.0 $98K +11K +87.5% $4.06 +303.0%
2087 RLGT RADIANT LOGISTICS INC Industrials 10,300.0 $97K $9.46 -10.9%
2088 TDAY GANNETT CO INC Communication Services 11,167.0 $95K NEW $8.55 -24.3%
2089 NEXT NEXTDECADE CORP Energy 12,528.0 $94K NEW $7.54 -5.6%
2090 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 11,824.0 $92K NEW $7.74 +17.6%
2091 ATEC ALPHATEC HLDGS INC Healthcare 10,236.0 $89K -96K -90.3% $8.65 +9.6%
2092 TRTX TPG RE FIN TR INC Real Estate 10,461.0 $88K +454.0 +4.5% $8.37 -5.7%
2093 MNKD MANNKIND CORP Healthcare 20,155.0 $86K +1K +7.5% $4.26 -2.6%
2094 UAA UNDER ARMOUR INC Consumer Cyclical 13,263.0 $85K NEW $6.39 -15.6%
2095 ORC ORCHID IS CAP INC Real Estate 11,659.0 $81K NEW $6.97 -3.9%
2096 JBLU JETBLUE AWYS CORP Industrials 14,041.0 $80K $5.73 -14.7%
2097 SSP SCRIPPS E W CO OHIO Communication Services 28,846.0 $80K NEW $2.77 +18.0%
2098 ATAIBECKLEY INC 14,522.0 $77K +5K +45.2% $5.27
2099 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 31,432.0 $76K $2.42 -1.7%
2100 BUR BURFORD CAP LTD Financial Services 18,483.0 $76K +4K +24.8% $4.09 +5.3%
Page 105 of 107  ·  2,122 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.4%
Financial Services 10.8%
Consumer Cyclical 9.9%
Healthcare 9.7%
Industrials 8.3%
Communication Services 8.1%
Consumer Defensive 4.4%
Real Estate 4.3%
Energy 2.6%
Basic Materials 2.4%